Trade Brains

JULY 16, 2025

Synopsis: Geojit Financial Services shares fell over 6% on Wednesday after reporting a weak Q1 FY26 performance. The shares of a leading brokerage and financial services firm came under pressure after the company reported a weak set of Q1 FY26 results. hit in July 2024. lower than Rs 177 crore in Q4 FY25.

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The Big Picture

DECEMBER 11, 2024

At The Money: Optimizing Personal Health in Finance , with Phil Pearlman (December 11, 2024) Wall Street is always looking for an edge over the competition. I was an executive within the financial services space and I was miserable traveling too much, drinking too much, not moving my body. I use the product myself.

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Trade Brains

JUNE 27, 2025

The shares of this leading financial services with its tie-up with BlackRock, announced that its JV has received the Securities & Exchange Board of India’s (SEBI) approval to act as a stockbroker. Its Asset Under Management rose by 5,710 percent YoY to Rs 10,053 crores in March 2025 from just Rs 173 crores in March 2024.

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Carson Wealth

APRIL 21, 2025

Additionally, the S&P 500 found support just beneath the 5,000 level, which was also the lows last April 2024. Just as sentiment was over the top on the US in late 2024, increasing the odds of potential trouble, now we are seeing the exact opposite backdrop.

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Carson Wealth

NOVEMBER 4, 2024

That’s not bad, but that’s clearly a slowdown from what we saw in the first quarter of 2024, when monthly job growth averaged 267,000. Between mid-2023 and mid-2024, we saw the unemployment rate move higher even as payroll growth remained fairly strong. range (or even lower) in Q4 2024 and Q1 2025.

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Wealth Management

JULY 10, 2025

in summer 2024. We were looking to balance innovation with our boutique-level service. CRM: Salesforce Financial Services Cloud (FSC) With nine firms coming together, there were best practices all over the place. formally launched Wealthspire 2.0

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Carson Wealth

DECEMBER 9, 2024

The S&P 500 is up more than 27% in 2024, which would go down as the best election year return ever, and it has made 56 new all-time highs, among the most ever as well. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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Carson Wealth

MARCH 17, 2025

In 2023 and 2024 it made more sense to be heavily in stocks, and the big US technology-oriented names in particular, but with many of the growing worries, there is nothing wrong with having a portfolio that will help you sleep at night, but dont panic and sell after a few bad days.

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Wealth Management

JULY 1, 2025

Vest Financial Services, as president. Van de Loo departed Edelman Financial Engines in 2024 after about 10 years in various roles. Related: Mercer Acquires $1.1B Boston-Area RIA This follows news earlier this year that Choreo brought on Roger Ochs , the former president and CEO of H.D.

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Carson Wealth

MARCH 3, 2025

Thats just about half the contribution we saw in 2023 and 2024. Goods spending can be volatile, but what holds steady is services spending (which makes up 46% of GDP). Its too early to tell whether the January services spending data is a blip. in 2024, well above the 2018-2019 average of 2.1%. on an annualized basis).

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Trade Brains

JULY 14, 2025

This early move provided essential certainty under the Payment Services Act. Furthermore, its Financial Services Agency (FSA) demands rigorous licensing. India’s ban on Binance and eight other offshore crypto exchanges on January 12, 2024, often backfired. These rules build crucial market trust.

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License Taxes Assets Financial Services 59

Trade Brains

JUNE 24, 2025

This pool is then managed by a professional, known as a fund manager, who invests it across different financial assets—primarily stocks, but sometimes also in bonds or cash instruments. From 2021 to 2024, small-cap and mid-cap stocks soared, leaving many large-cap names in the dust.

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Portfolio Investing Investments Management 76

Carson Wealth

DECEMBER 2, 2024

Five Things to Know About December The final month of 2024 is here, and this week we wanted to show why the chance of another strong month to end this record-breaking year is likely. 2024 of course isn’t over yet, but it is pretty incredible that as strong as last year was, this year is up more right now.

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Carson Wealth

JANUARY 6, 2025

Well kick off the year by looking back at a few of our favorite charts for 2024. Favorite Charts From 2024 Last Tuesday, December 31, was the final trading day of the year. The Carson Investment Research Team put their heads together and chose some of the charts we thought best tell the story of 2024.

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Carson Wealth

NOVEMBER 11, 2024

A Record Number Didn’t Vote Although the numbers aren’t final yet (as some states continue to count votes), it is looking like a record number of people who were eligible to vote chose not to, with more than 98 million not voting in the 2024 election. This is up from just over 82 million four years ago.

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WiserAdvisor

JUNE 17, 2025

As of the end of 2024, the U.S. federal spending on AI more than doubled in 2024, hitting over $4 billion annually. In 2025, you can expect to see smarter, faster, and more personalized investment platforms that use AI to tailor financial advice and automate strategies for investors. In 2024, the average U.S.

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Financial Advisor Ethics Healthcare Investing 59

Carson Wealth

JUNE 9, 2025

This was a big reason why we didn’t call for a recession anytime between 2022 and 2024. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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Trade Brains

NOVEMBER 3, 2024

The announcement date was October 28, 2024, with a record date of November 8, 2024, and the ex-dividend date also on November 8, 2024. Shriram Finance Shriram Finance specializes in non-banking financial services, offering vehicle financing, personal loans, and microfinance to underserved markets.

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Trade Brains

JUNE 11, 2025

The shares of the Midcap company, specializing in providing digital payment and financial services, commerce, and cloud services to consumers and merchants in India, declined upto 10 percent after the Finance Ministry denied plans to reintroduce the Merchant Discount Rate (MDR) on UPI transactions. 960.20 per share. 545 Crores.

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Communication Financial Services Banking Investment Advisor 52

Carson Wealth

JANUARY 21, 2025

below the December 6, 2024 all-time high. over Bidens four years and was over 5% in 2023 and 2024. across 2024 (year over year), and core CPI is up 3.2%. Lets focus on where excess inflation is coming from for CPI and compare the 2024 data to 2019 (when headline and core CPI were up 2.3% Headline CPI is up 2.9%

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Carson Wealth

OCTOBER 28, 2024

Election years tend to be good for markets, especially election years of the type we’re having in 2024. What has happened: This one has certainly held true to form when looking at 2024, with markets shining so far in an election year (2024) under a new president (Biden). That’s a joke you can use all year now.”

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Carson Wealth

NOVEMBER 18, 2024

At the same time, we still expect to see additional gains in 2024. Their most recent unemployment rate projections (from the September meeting) confirm this – they projected the 2024 and 2025 unemployment rate to remain steady at 4.4% (it’s currently at 4.1%). Just how rare has this year been?

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Carson Wealth

DECEMBER 23, 2024

In other words, the official SCR is set to begin next week on Tuesday, December 23, 2024. With stocks extremely oversold going into this historically strong time of year, wed expect to see a bounce to close out a solid year for investors in 2024. in Q3 2024, while core PCE ran at 2.1%. year to date. 2025: Up from 2.2%

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Harness Wealth

MARCH 6, 2025

This weeks Tax Advisor news roundup covers key updates for financial professionals. We break down individual state income tax rates and brackets nationwide, explore a survey revealing that technology spending in the financial services sector is outpacing pay increases, and provide a refresher on 1099-K reporting requirements.

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Trade Brains

JULY 4, 2025

Also Read: Smallcap stock jumps 6% after securing ₹100 Cr for development management contract in Bangalore Financially, the company has shown exceptional momentum. 44 crore in March 2024 to Rs. 696 crore in March 2024 to Rs. Net profit nearly doubled, increasing from Rs. 87 crore in March 2025, a sharp 97.7 776 crore to Rs.

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The Big Picture

MARCH 4, 2025

And I think even, you know, in 2024 I saw a significant uptick in issuance versus 2023. Obviously we were coming off a low base, but we saw about 33 billion in IPO volume in 2024. I’ll speak for, you know, financial services specifically. And there’s a lot of sort of women’s networking events.

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Trade Brains

JULY 3, 2025

With this, we move a step closer to our goal of building a full-stack fintech platform that eases the adoption of digital financial services for the untapped populace of Bharat.” One MobiKwik Systems Ltd (MobiKwik) is India’s largest digital wallet with a 23% market share in PPI wallet GTV as of Nov 2024. million users and 4.6

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License Wealth Management Financial Services Retail 59

Carson Wealth

DECEMBER 16, 2024

We think so and continue to expect a potential year-end rally and more new highs before 2024 is officially in the books. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Should you still believe in Santa? of the time).

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Marketing Marketing Insurance Food 52

Carson Wealth

DECEMBER 30, 2024

Old investing maxim This is our last market commentary of 2024, and it may be the most important. In fact, in the second half of todays commentary we look back at the recommendations we shared at the beginning of the year in our 2024 Outlook and how they turned out. With that, heres the verdict on 12 calls we made in our 2024 Outlook.

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Carson Wealth

JUNE 30, 2025

Inventories were the reason why prices rose in 2023–2024 despite falling home affordability. But you’re seeing a sharp deceleration in the year-over-year pace from one year ago (April 2024) across the board, with San Diego, Miami, LA, Tampa, and Charlotte topping the list. Inventories were low, and that drove prices higher.

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Marketing Marketing Investing Investments 78

Carson Wealth

APRIL 7, 2025

Thats because Lesotho exported about $237 million of goods to the US in 2024 (mostly diamonds and Levis jeans), while they imported only about $7 million worth of products from the US (they cant really afford to buy a lot of American products). As calculated, thats (237-7)/237 = 97%, and halving that gets close to 50%.

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Marketing Marketing Investing Investments 95

Carson Wealth

MARCH 10, 2025

Stocks Fell Again The S&P 500 had a late week bounce on Friday last week, but still fell more than 3% for the week for the worst week for the index since early September 2024. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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Marketing Marketing Economy Government 80

Carson Wealth

FEBRUARY 3, 2025

He noted that the inflation numbers a year ago (in Q1 2024) were quite strong (remember that scare?), In particular, it hurts US exports, which is exactly what happened in the fourth quarter of 2024. for Q4 2024, a tad below expectations but still a solid reading and along trend. Real GDP growth clocked in at 2.3%

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Carson Wealth

JUNE 23, 2025

Exactly a year ago, Fed members projected just one cut across the rest of 2024. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. And for 2026, forecasts were more widely dispersed than in March.

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Marketing Marketing Investing Investments 78

Carson Wealth

JULY 7, 2025

The economy has created 782,000 jobs over the first six months of the year, versus 985,000 over the first six months of 2024 and 1.5 in December 2024. Immigration has slowed to an annualized pace of around 600,000, about a third lower than where it was in Q4 2024. That compare to 12,000 in April and 27,000 on average in 2024.

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Carson Wealth

FEBRUARY 24, 2025

last quarter (Q4 2024) to $1.2 Across 2024: Overall household debt grew by 3% Disposable income grew by 5% In some ways, thats what driving the economy, even as households become less levered. Its remarkable that disposable incomes have grown faster than overall debt for the second year in a row (2023 and 2024). in Q4 to $18.0

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The Big Picture

FEBRUARY 4, 2025

So Barry Ritholtz :In 2024, the Fed finally talking about waiting for Godot finally began cutting interest rates. So we said, and we were wrong in the beginning of last year that the Fed would not cut rates in 2024, they did cut rates now a hundred basis points, it is still being debated. Explain your thinking. Torsten Slok : Yeah.

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Economy Banking Economics Taxes 257